Senior Wealth Managed Accounts Product Lead
TIAA
TIAA is seeking a Wealth Product Manager to lead managed accounts product strategy, roadmaps, and feature rollouts, translating client and advisor needs into market‑leading solutions. You will partner with Marketing, Sales and Governance teams to drive lifecycle management, data driven insights, KPIs, and a strong P&L mindset while ensuring regulatory compliance. A university degree is preferred and 5+ years of managed accounts experience with 7+ years in product management are expected; a #J-18808-Ljbffr TIAA
$80k - $100k
Apex Group Ltd in Charlotte, North Carolina is seeking an experienced fund accounting professional to lead client relationship management. The role involves managing US GAAP reporting, overseeing the audit process, and developing global client relationships while optimizing...Senior- Forvis Mazars, LLP in Charlotte, NC, seeks an Accounting Senior Associate with Workday Financials expertise to handle IT-Operating Expenses... ..., while collaborating across Finance, FP&A, and Managing Partners. 3+ years GAAP accounting and Excel proficiency are...SeniorWork at office
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- ...maximizing the value for one or more products. Key responsibilities include... ...their needs, and with product managers or specialists to ensure they... ...Agentic Experience Product Lead to lead portfolio strategy,... ...drive executive influence across senior technology leaders,...SeniorWork at officeFlexible hoursShift workDay shift
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$77k - $214k
...ApplicableSpecialismDomestic Tax ComplianceManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Wealth Management Tax Services Senior Associate, you will provide strategic tax planning, compliance, and advisory services to clients, helping them...SeniorFull timeH1b$117k - $175k
...include independently managing transactions or portfolios... ...expectations include leading the process, ensuring... .... The Global Wealth Investment Management-... ...complex, custom loan products (marketable securities... ...Strong financial analysis, accounting skills, and deal structuring...SeniorFull timeBank staffWork at officeDay shift$77k - $214k
Industry/SectorAsset and Wealth... ...connections, and learning how to manage and inspire others. Navigating... ...experiences you need to lead and deliver value at this... ...increased efficiencies. As a Senior Associate you shall... ...- Bachelor's Degree in Accounting- 2 years of experience-...SeniorFull timeSecond jobH1b- ...this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team... ...culture focused on collaboration, accountability, and client service excellence.Collaborate... ...interested in a dwelling secured product to a SAFE team member. This...SeniorFull timeWork experience placementWork at office
- CLA is seeking a Senior Business Insights Analyst to partner with firm leaders and turn complex data into actionable insights that support... ..., and reporting scalability, mentoring analysts and shaping a data-driven #J-18808-Ljbffr CliftonLarsonAllen Wealth Advisors, LLCSenior
$62k - $175k
...portfolio performance.The Senior Credit Underwriter... ...with strategic wealth clients. This role... ...growth while also managing a portfolio of... ..., custom loan products, including marketable... ...financial analysis, accounting skills, and deal... ...provide industry-leading benefits, access to...SeniorFull timeWork at officeFlexible hoursDay shift- Charles Schwab in Charlotte, NC, seeks a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory. You will work as a fiduciary delivering personalized advice and planning for clients with complex portfolios, leveraging a broad range of investment solutions. The role emphasizes...Senior
$124k - $335k
...Senior Manager, Financial Services Tax PracticeA career in our Financial... ...and engagements.Initiate and lead open conversations with teams... ...Opportunity: As part of the Asset and Wealth Management team you are... ...Have:Bachelor's Degree in Accounting.5 years of experience.CPA, Member...SeniorLocal areaOverseas$160k - $220k
Slalom Build in Charlotte seeks an Account Leader for Financial Services accounts. Responsibilities include maintaining Slalom’s footprint, driving sales, and managing project teams. Candidates should have at least 6 years of experience in account management and project...Senior$200k
Full-time Job Description The Senior Wealth Manager serves as the trusted advisor to our affluent... ...Required Bachelor’s Degree in Finance, Accounting, Business or related field required... ...Experience Strong knowledge of financial products and services for the very affluent net...SeniorFull time$104k - $145k
Wealth Product ManagerThe Director, Managed Accounts Product Manager is responsible for managing wealth managed accounts products, which includes customer and... ...educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset...Full timeWork at office- AvidXchange is seeking a Senior Staff Accountant to join our accounting team in Charlotte, NC. This role focuses on expense accounting, month-end close, and financial reporting within our fintech/payments business, partnering with cross-functional teams to optimize processes...Senior
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- The Judge Group in Charlotte, NC, is seeking a senior professional to lead cross-functional programs and initiatives with a strong nCino background. You will drive production support and user acceptance testing for complex fintech processes and deliver demos to large groups...Senior
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- ...achieve what matters most.Schwab Wealth Advisory is a fee‑based, non‑... ...to our clients. As a Sr. Manager, Wealth Advisor, you’ll manage... ...Experience: Demonstrated ability to lead complex client relationships... ....Coachability: Demonstrates a senior learning mindset by seeking...SeniorFull timeWork at office
- ...Senior Accounting ManagerWe are seeking a highly skilled and detail-oriented Senior Accounting Manager with a specialization in trust and estate accounting... ...and Reconciliation: Lead reconciliation efforts for... ...public accounting, private wealth management, or a family office...SeniorWork at office
- Nuveen is seeking an AVP of Product Marketing to lead development of marketing content for Nuveen’s public product investment platform. You will coordinate with product, client portfolio management, investments, and marketing teams to align messaging with capital‑raising...Senior
- Wealth Client Relationship ManagerWealth Management Client Relationship Managers at TIAA spend their... ...of empowerment and accountability, learns from mistakes,... ...this job operationally leads Wealth Management advisory... ...Planning Selling, Sales, TIAA Products/Services Acumen, Wealth...Full timeWork at office
$55k - $157.3k
...FINRA Supervisory Specialist Senior within PNC's Wealth Management organization, you will be... ...trade review, and/or new accounts of Financial Advisors (FA)... ...on multiple approved products, and considered an SME expected... ...manner. Identifies and leads process improvement solutions...SeniorFull timeTemporary workWork experience placementWork at office- ...IRALOGIX, Inc. in Charlotte, NC is seeking a Product Director for Wealth & Retirement. You will lead product strategy, roadmap, and delivery cadence, reporting... ...and open finance opportunities, while guiding a senior PM/PMD team through complex #J-18808-Ljbffr Jobleads...Senior
- F.N.B. Corporation in Charlotte, NC, seeks a professional to drive new revenue for Wealth Management. In this role, you will promote investment services and work with clients to deliver tailored solutions. The ideal candidate will have at least 5 years of experience in...Senior
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